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7.3 KiB
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7.3 KiB
Vendored
title, description
| title | description |
|---|---|
| alloc | OpenBB Terminal Function |
alloc
Show your allocation to each asset or sector compared to the benchmark.
Usage
alloc [-a AGG] [-t]
Parameters
| Name | Description | Default | Optional | Choices |
|---|---|---|---|---|
| agg | The type of allocation aggregation you wish to do | assets | True | assets, sectors, countries, regions |
| tables | Whether to also include the assets/sectors tables of both the benchmark and the portfolio. | False | True | None |
Examples
022 May 12, 06:23 (🦋) /portfolio/ $ alloc assets
Portfolio vs. Benchmark - Top 10 Assets Allocation
┏━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃ Symbol ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ ASML │ 24.44% │ 0.00e+00 │ 24.44% │
├────────┼───────────┼───────────┼────────────┤
│ AMZN │ 21.96% │ 3.33% │ 18.63% │
├────────┼───────────┼───────────┼────────────┤
│ GOOGL │ 18.94% │ 1.66% │ 17.28% │
├────────┼───────────┼───────────┼────────────┤
│ TSM │ 9.43% │ 0.00e+00 │ 9.43% │
├────────┼───────────┼───────────┼────────────┤
│ DGX │ 6.23% │ 0.00e+00 │ 6.23% │
├────────┼───────────┼───────────┼────────────┤
│ BABA │ 5.54% │ 0.00e+00 │ 5.54% │
├────────┼───────────┼───────────┼────────────┤
│ APTV │ 3.78% │ 0.00e+00 │ 3.78% │
├────────┼───────────┼───────────┼────────────┤
│ AAPL │ 3.36% │ 4.90% │ -1.54% │
├────────┼───────────┼───────────┼────────────┤
│ NKE │ 3.26% │ 0.00e+00 │ 3.26% │
├────────┼───────────┼───────────┼────────────┤
│ YUM │ 3.06% │ 0.00e+00 │ 3.06% │
└────────┴───────────┴───────────┴────────────┘
2022 May 12, 06:23 (🦋) /portfolio/ $ alloc sectors
Portfolio vs. Benchmark - Top 4 Sectors Allocation
┏━━━━━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃ Sectors ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ Technology │ 59.19% │ 24.95% │ 34.24% │
├────────────────────────┼───────────┼───────────┼────────────┤
│ Communication Services │ 18.94% │ 8.55% │ 10.39% │
├────────────────────────┼───────────┼───────────┼────────────┤
│ Consumer Cyclical │ 15.64% │ 11.55% │ 4.09% │
├────────────────────────┼───────────┼───────────┼────────────┤
│ Healthcare │ 6.23% │ 13.41% │ -7.18% │
└────────────────────────┴───────────┴───────────┴────────────┘
2022 May 12, 06:23 (🦋) /portfolio/ $ alloc countries
Portfolio vs. Benchmark - Top 5 Countries Allocation
┏━━━━━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃ Countries ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ United States │ 57.33% │ 99.17% │ -41.84% │
├───────────────┼───────────┼───────────┼────────────┤
│ Netherlands │ 24.44% │ 0.00e+00 │ 24.44% │
├───────────────┼───────────┼───────────┼────────────┤
│ Taiwan │ 9.43% │ 1.00e-04 │ 9.42% │
├───────────────┼───────────┼───────────┼────────────┤
│ China │ 5.54% │ 0.00e+00 │ 5.54% │
├───────────────┼───────────┼───────────┼────────────┤
│ Germany │ 3.26% │ 0.00e+00 │ 3.26% │
└───────────────┴───────────┴───────────┴────────────┘
2022 May 12, 06:23 (🦋) /portfolio/ $ alloc regions
Portfolio vs. Benchmark - Top 3 Regions Allocation
┏━━━━━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃ Regions ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ North America │ 57.33% │ 99.25% │ -41.92% │
├───────────────┼───────────┼───────────┼────────────┤
│ Europe │ 27.70% │ 0.64% │ 27.06% │
├───────────────┼───────────┼───────────┼────────────┤
│ Asia │ 14.96% │ 7.00e-04 │ 14.89% │
└───────────────┴───────────┴───────────┴────────────┘